See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,847 | $126,574-76.4% | $106,213-71.9% | $145,922-79.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.60% | 224.79%-208.2pp | 116.14%-99.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,886 | $3,730-49.4% | $3,171-40.5% | $4,660-59.5% |
| Participant deferral / active EE | $3,772 | $5,724-34.1% | $5,016-24.8% | $6,688-43.6% |
| Admin fee / account holder | $36 | $17,304-99.8% | $11,033-99.7% | $13,397-99.7% |